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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q3 2021) | Holdings: 806 | Value: $791.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IGSB - ISHARES TR | Add 13% ($4.7M) | 5.24% | $41.5M | +0.38% | |||
| AAPL - APPLE INC | Add 2% ($737.1K) | 4.69% | $37.1M | +3.20% | |||
| SPY - SPDR S&P 500 ETF TR | 4.16% | $32.9M | |||||
| AMZN - AMAZON COM INC | Add 2% ($512.5K) | 3.01% | $23.8M | +0.34% | |||
| MSFT - MICROSOFT CORP | Add 4% ($815.0K) | 2.95% | $23.4M | +1.26% | |||
| HD - HOME DEPOT INC | Add 8% ($1.6M) | 2.64% | $20.9M | -1.89% | |||
| GOOGL - ALPHABET INC | Add 1% ($123.0K) | 2.59% | $20.5M | ||||
| NEE - NEXTERA ENERGY INC | Reduce 4% $(696.7K) | 2.34% | $18.5M | +7.60% | |||
| IGIB - ISHARES TR | Add 21% ($2.5M) | 1.86% | $14.7M | +0.67% | |||
| AGG - ISHARES TR | Add 18% ($2.1M) | 1.69% | $13.4M | +0.82% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 1% $(138.5K) | 1.65% | $13.1M | +0.31% | |||
| JNJ - JOHNSON & JOHNSON | Add 4% ($446.1K) | 1.56% | $12.3M | +1.79% | |||
| JPM - JPMORGAN CHASE & CO | Add 2% ($217.7K) | 1.45% | $11.5M | ||||
| MCD - MCDONALDS CORP | 1.38% | $10.9M | +2.31% | ||||
| PG - PROCTER AND GAMBLE CO | Add 3% ($251.4K) | 1.25% | $9.9M | +1.02% | |||
| BLK - BLACKROCK INC | Add 3% ($260.8K) | 1.22% | $9.7M | ||||
| NVDA - NVIDIA CORPORATION | Add 349% ($7.4M) | 1.20% | $9.5M | -1.55% | |||
| IJR - ISHARES TR | Add 7% ($600.1K) | 1.15% | $9.1M | +1.03% | |||
| DIS - DISNEY WALT CO | Add 5% ($388.4K) | 1.10% | $8.7M | -0.32% | |||
| MA - MASTERCARD INCORPORATED | Add 1% ($67.8K) | 1.10% | $8.7M | -0.35% | |||
| HON - HONEYWELL INTL INC | 1.05% | $8.3M | |||||
| QQQ - INVESCO QQQ TR | Add 7% ($537.7K) | 1.02% | $8.1M | +1.75% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 3% ($238.7K) | 0.98% | $7.7M | ||||
| UNH - UNITEDHEALTH GROUP INC | Add 4% ($274.7K) | 0.95% | $7.5M | +1.47% | |||
| V - VISA INC | Add 3% ($210.9K) | 0.94% | $7.4M | ||||
| VO - VANGUARD INDEX FDS | Add 8% ($540.5K) | 0.93% | $7.3M | ||||
| VZ - VERIZON COMMUNICATIONS INC | Add 6% ($443.0K) | 0.92% | $7.3M | -9.10% | |||
| ABT - ABBOTT LABS | Add 4% ($288.7K) | 0.91% | $7.2M | -4.38% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(90.6K) | 0.91% | $7.2M | -0.77% | |||
| AMGN - AMGEN INC | Add 4% ($274.5K) | 0.90% | $7.1M | -2.00% | |||
| WMT - WALMART INC | Add 3% ($192.2K) | 0.78% | $6.2M | +4.64% | |||
| CRM - SALESFORCE COM INC | Add 6% ($344.2K) | 0.78% | $6.2M | ||||
| INTC - INTEL CORP | Add 6% ($330.2K) | 0.78% | $6.2M | +0.87% | |||
| MMM - 3M CO | Add 13% ($713.4K) | 0.77% | $6.1M | +6.03% | |||
| CVX - CHEVRON CORP NEW | Add 5% ($257.3K) | 0.74% | $5.9M | ||||
| PEP - PEPSICO INC | Add 3% ($162.1K) | 0.73% | $5.7M | +6.53% | |||
| CSCO - CISCO SYS INC | Add 4% ($221.1K) | 0.72% | $5.7M | +3.94% | |||
| FLOT - ISHARES TR | Reduce 20% $(1.4M) | 0.72% | $5.7M | +0.24% | |||
| LLY - LILLY ELI & CO | 0.69% | $5.4M | +0.06% | ||||
| UNP - UNION PAC CORP | Add 2% ($109.8K) | 0.63% | $5.0M | -7.77% | |||
| PFE - PFIZER INC | New Purchase | 0.58% | $4.6M | -8.97% | |||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.57% | $4.5M | +1.81% | |||
| GPC - GENUINE PARTS CO | Reduce 1% $(49.8K) | 0.55% | $4.4M | -6.53% | |||
| BX - BLACKSTONE INC | New Purchase | 0.54% | $4.3M | ||||
| EMR - EMERSON ELEC CO | Reduce 2% $(100.4K) | 0.52% | $4.1M | -0.44% | |||
| MRK - MERCK & CO INC | Add 8% ($314.3K) | 0.51% | $4.1M | -2.38% | |||
| KO - COCA COLA CO | Reduce 2% $(89.3K) | 0.51% | $4.0M | +5.46% | |||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.50% | $3.9M | ||||
| CAT - CATERPILLAR INC | Add 1% ($36.1K) | 0.49% | $3.9M | +6.28% | |||
| ABBV - ABBVIE INC | Add 4% ($145.6K) | 0.47% | $3.7M | -3.07% | |||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| NOBL - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||